How to Share and Manage Documents via Client Portal and CRM?

Why it Matters?  #

1. Centralized Files: All documents and uploads are managed in one place for clear visibility.
2. Seamless Collaboration: Streamlines file exchange between CRM users and clients without external tools.
3. Enhanced Control: Users and contacts can manage, preview, and revoke access with a click.

How To Share and Manage Documents?  #

1. Accessing Document Tools
   • In the CRM, select Contacts, choose a contact, then click Documents in the left menu.

2. Sharing Documents from CRM

        In the Documents tab, find the file you want to share or add a new file.

1. Adding a new document

                Click on the + Add icon to add a new document.

Click on the toggle if you also want to share the document directly on the client portal, you can share it             later on as well.

The shared document has a shared chip attached to it, means it was shared with the contact on the client portal.

2. Sharing an existing document

            Click on the 3 Dots > Share to Client Portal > Share. 

            Now the document is shared with the contact on the client Portal.

           Use the Share toggle to On (grant access) or Off (revoke access).

          Shared files appear instantly in the contact’s portal under Shared Documents.

3. Client Uploads to CRM
   • In the Client Portal, the contact clicks Upload Document 

            After upload, the file appears in CRM under Documents > Received > Client Portal.

4. Previewing & Downloading
   • Both CRM users and contacts can click Preview to view files in-browser.

            Previewing and Downloading in CRM.

            Previewing and Downloading in Client Portal.

5. Deleting & Revoking Access
   • Contacts: Click the trash icon next to any upload in the Client Portal to remove it, it will be removed from the CRM’s received files from the client portal.

• CRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently.